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July

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July 9 – July 10, 2009
American Law Institute/American Bar Association Charitable Giving Techniques
Seattle, WA
Continuing Education Credits Available: Yes
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July 13-19
Cannon Financial Institute
Cannon Trust School I, II and III
University of Notre Dame
South Bend, IN

July 13-19
Cannon Financial Institute
Trust Tax I
University of Notre Dame
South Bend, IN

July 13-19
Cannon Financial Institute
Securities I, II and III
University of Notre Dame
South Bend, IN

July 14-18
American Institute of Certified Public Accountants
AICPA Business Valuation School
Georgia Society of CPAs
Atlanta, GA

July 16 – July 17, 2009
American Law Institute/American Bar Association Representing Estate and Trust Beneficiaries and Fiduciaries
Chicago, IL
Continuing Education Credits Available: Yes
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July 20 – July 22, 2009
American Institute of CPAs Advanced Estate Planning Conference
San Diego, CA
Continuing Education Credits Available: Yes
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July 20-26
Cannon Financial Institute
Cannon Trust Fundamentals
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Trust Tax II and III
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Fiduciary and Investment Risk Management I, II and III
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Financial Planning Process & Insurance
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Income Tax Planning
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Retirement Plan Services III and IV
University of Notre Dame
South Bend, IN

July 22 – July 24, 2009
American Law Institute/American Bar Association Estate Planning for the Family Business Owner
Santa Fe, NM
Continuing Education Credits Available: Yes
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July 23-24
Family Office Exchange
Financial Executives Forum
Sunny Isles Beach, FL

July 28-30
The Sharpe Group
An Introduction to Planned Giving Seminar
The Westin New York
New York, NY

July 28-30
American Institute of Certified Public Accountants
AICPA Advanced Estate Planning Conference
Marriott Downtown Magnificent Mile
Chicago, IL

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Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

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Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

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2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

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Click here to read the issue.

50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

Trusts & Estates

July

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